Module 08 — Reports & Business Analytics

Audience: Customer Success & Sales Agents
Goal: Help customers navigate reports, understand what each report shows, use date ranges and filters, and get value from their business data.

1. Accessing Reports

From the Business Detail screen, tap Reports & Analytics.

The Reports screen opens with a summary dashboard at the top and navigation tiles for specific reports below.

2. The Reports Dashboard

Date Range Selector

At the top of the Reports screen, select a time range for all summary data:

For Custom, two date pickers appear — select the start date, then the end date.

Summary Cards

The dashboard shows four key metrics for the selected period:

Sales Trend Charts

Below the summary cards, two mini bar charts show daily trends for the selected period:
- Daily sales revenue — bar height represents revenue for each day
- Daily items sold — bar height represents units sold per day

The most recent day's bar is highlighted. Hover or tap it to see the exact value.

3. Sales Report

Tap Sales Report from the Reports navigation to open the detailed sales breakdown.

Filters available:
- Date range (same 7D / 30D / 90D / 1Y / Custom options)
- Branch filter — if the business has multiple branches, filter by a specific one
- Employee filter — view sales by a specific team member

What the Sales Report shows:
- Day-by-day sales breakdown
- Sales grouped by payment method (cash, card, mobile)
- Sales by employee (when filtered)
- Top-selling products by revenue

Use case for agents: A business owner who suspects a cashier is under-reporting sales can use the employee filter to compare one cashier's numbers against others on the same branch.

4. Inventory Report

Tap Inventory Report from the Reports navigation.

What it shows:
- Current stock levels for all products
- Stock value per warehouse or branch
- Products flagged as low stock
- Products with zero stock (out of stock)

Use case: A manager doing a monthly stock audit uses this report to identify which products need restocking and the total value of current inventory.

5. Products Report

Tap Products Report from the Reports navigation.

What it shows:
- Best-selling products by quantity sold
- Top revenue-generating products
- Product performance metrics over the selected period

Use case: A business owner wants to know which products to reorder more of and which are sitting on shelves. This report gives that answer directly.

6. Shift Reports

Shift Reports are automated sales summaries sent on a schedule — for example, a report sent every evening at the end of a shift covering all sales that day.

Access them from: Business Detail screen → Shift Reports

Viewing existing shift schedules

The Shift Reports screen lists all configured schedules, showing:
- Shift name
- Type (Morning, Afternoon, Night, etc.)
- Time range (start time – end time)
- Days of the week it runs
- Number of recipients
- Number of branches covered
- Active / Inactive status badge

Creating a shift report schedule

Tap the + icon in the top-right corner.

Fill in the form:
| Field | Notes |
|---|---|
| Shift name | A label for this schedule (e.g. "Evening Report") |
| Shift type | Morning, Afternoon, Night, etc. |
| Start time | When the shift starts |
| End time | When the shift ends |
| Days | Select which days of the week this schedule runs |
| Branches | Select which branch(es) to include |
| Recipients | Select which employees receive the report |

Tap Save to activate the schedule.

Pausing or activating a schedule

On any shift schedule card, tap Pause to temporarily stop sending the report, or Activate to resume it.

Agent Note: Shift Reports are a powerful selling point for multi-shift retail businesses (e.g. a shop with morning and evening staff). The owner gets an automatic summary of each shift's performance without having to log in and run a report manually.

7. Using Reports as a Sales Tool

When selling SmartSell, use the reports features to directly answer a common concern:

Prospect: "I have multiple branches and I can't track what's happening at each one."

Agent response: "With SmartSell, you open Reports, filter by branch, and in 30 seconds you see exactly how much revenue each branch made today, this week, or this month. And if you set up shift reports, you get a summary automatically sent to your phone every evening."

Summary

Previous Module → 07 — Credits & Customer Debt Management
Next Module → 09 — Warehouses & Stock Management